Code Waechter LLC Top Holdings and 13F Report (2024) About Code Waechter LLCInvestment ActivityCode Waechter LLC has $104.95 thousand in total holdings as of September 30, 2024.Code Waechter LLC owns shares of 100 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $9,431Pacer US Small Cap Cash Cows 100 ETF $7,420Schwab Intermediate-Term U.S. Treasury ETF $5,709Pacer US Cash Cows 100 ETF $5,538iShares S&P Small-Cap 600 Value ETF $5,299 Sector AllocationMap of 500 Largest Holdings ofCode Waechter LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$9,43190,5299.0%ETFCALFPacer US Small Cap Cash Cows 100 ETF$7,420159,5067.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,709112,8215.4%ETFCOWZPacer US Cash Cows 100 ETF$5,53895,7565.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$5,29949,2185.0%ETFSCHXSchwab US Large-Cap ETF$5,04874,3944.8%ETFSCHMSchwab U.S. Mid-Cap ETF$3,99148,0313.8%ETFDRSKAptus Defined Risk ETF$3,036107,2932.9%ETFXLEEnergy Select Sector SPDR Fund$2,53928,9232.4%ETFMSFTMicrosoft$2,1685,0382.1%Computer and TechnologySCHASchwab US Small-Cap ETF$2,13641,4742.0%ETFAAPLApple$1,9278,2721.8%Computer and TechnologyENBEnbridge$1,55338,2501.5%Oils/EnergyTRPTC Energy$1,50031,5421.4%Oils/EnergySCHFSchwab International Equity ETF$1,48436,0841.4%ETFIVViShares Core S&P 500 ETF$1,4732,5541.4%ETFORealty Income$1,30820,6241.2%FinanceNNNNNN REIT$1,18124,3561.1%FinanceUGIUGI$1,17046,7461.1%UtilitiesIWFiShares Russell 1000 Growth ETF$1,1413,0401.1%ETFFDVVFidelity High Dividend ETF$1,11221,9581.1%ETFQQQInvesco QQQ$1,0772,2061.0%FinanceUHTUniversal Health Realty Income Trust$1,07023,3981.0%FinanceESEversource Energy$1,03815,2511.0%UtilitiesMUBiShares National Muni Bond ETF$1,0139,3241.0%ETFSCHDSchwab US Dividend Equity ETF$99111,7250.9%ETFNWNNorthwest Natural$96423,6270.9%UtilitiesDVYiShares Select Dividend ETF$9527,0490.9%ETFAVGOBroadcom$9415,4540.9%Computer and TechnologyBENFranklin Resources$93646,4560.9%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$92620,2830.9%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$91818,1550.9%ETFFTSFortis$83818,4310.8%UtilitiesNWFLNorwood Financial$81529,5360.8%FinanceCVXChevron$7545,1190.7%Oils/EnergyAMZNAmazon.com$7494,0210.7%Retail/WholesaleUNHUnitedHealth Group$7481,2790.7%MedicalNVDANVIDIA$7476,1480.7%Computer and TechnologyJNJJohnson & Johnson$7304,5060.7%MedicalVTVVanguard Value ETF$6984,0000.7%ETFSPYSPDR S&P 500 ETF Trust$6621,1540.6%FinanceIJHiShares Core S&P Mid-Cap ETF$64910,4070.6%ETFJPMJPMorgan Chase & Co.$6383,0260.6%FinanceSUBiShares Short-Term National Muni Bond ETF$6265,8930.6%ETFMTBM&T Bank$6163,4580.6%FinanceCNQCanadian Natural Resources$59317,8560.6%Oils/EnergySJMJ. M. Smucker$5934,8990.6%Consumer StaplesGOOGAlphabet$5793,4650.6%Computer and TechnologyGOOGLAlphabet$5773,4800.5%Computer and TechnologyFRTFederal Realty Investment Trust$5344,6450.5%FinanceHDHome Depot$5121,2640.5%Retail/WholesaleMDTMedtronic$5085,6420.5%MedicalMETAMeta Platforms$4888530.5%Computer and TechnologyABBVAbbVie$4602,3310.4%MedicalPEPPepsiCo$4482,6350.4%Consumer StaplesMAMastercard$4479050.4%Business ServicesMLNVanEck Long Muni ETF$44724,4230.4%ETFSONSonoco Products$4408,0610.4%Industrial ProductsADMArcher-Daniels-Midland$4317,2140.4%Consumer StaplesCTBICommunity Trust Bancorp$4258,5550.4%FinanceWTRGEssential Utilities$42310,9680.4%UtilitiesBKHBlack Hills$4036,5870.4%UtilitiesNEENextEra Energy$4014,7480.4%UtilitiesSNYSanofi$3856,6770.4%MedicalLLYEli Lilly and Company$3744220.4%MedicalCOSTCostco Wholesale$3704170.4%Retail/WholesaleWLYJohn Wiley & Sons$3687,6270.4%Consumer StaplesKOCoca-Cola$3615,0170.3%Consumer StaplesBXBlackstone$3582,3380.3%FinanceWMBWilliams Companies$3277,1670.3%Oils/EnergyMSMorgan Stanley$3233,0950.3%FinanceBLKBlackRock$3163330.3%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$3144,0000.3%FinancePMPhilip Morris International$3082,5340.3%Consumer StaplesACNAccenture$3058640.3%Computer and TechnologyAZOAutoZone$302960.3%Retail/WholesaleBRK.BBerkshire Hathaway$3026560.3%FinanceMCDMcDonald's$3009850.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$3002,5620.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$2956,2180.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$2723,3890.3%ETFVTIVanguard Total Stock Market ETF$2639290.3%ETFTROWT. Rowe Price Group$2552,3420.2%FinanceCMCSAComcast$2546,0890.2%Consumer DiscretionaryCBChubb$2458480.2%FinanceGPCGenuine Parts$2381,7010.2%Retail/WholesaleULUnilever$2363,6320.2%Consumer StaplesVVisa$2358540.2%Business ServicesPHBInvesco Fundamental High Yield Corporate Bond ETF$22412,0640.2%ETFMMCMarsh & McLennan Companies$2241,0030.2%FinanceAMCRAmcor$22119,5220.2%Industrial ProductsPIIPolaris$2162,5890.2%Auto/Tires/TrucksSCHESchwab Emerging Markets Equity ETF$2167,3860.2%ETFIAUiShares Gold Trust$2114,2500.2%FinanceIWMiShares Russell 2000 ETF$2109500.2%FinanceXOMExxon Mobil$2091,7850.2%Oils/EnergyESSEssex Property Trust$2077000.2%FinanceTSLATesla$2067870.2%Auto/Tires/TrucksCHRWC.H. Robinson Worldwide$2001,8130.2%TransportationACHRArcher Aviation$3010,0000.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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